Bring a set-aside strategy back into your plan
A strategy your plan does not cover is set aside, never deleted: open it, read which limit it crosses, and either correct its settings or move to a plan that covers it.
Steps
- Find it in your library. A set-aside strategy keeps its row: before its name sits a small square with the bars of the plan level that would bring it back, the name is muted, and its metrics show dashes, because there are no numbers to show. Set-aside rows sink to the bottom whatever sort you chose, and the run status reads Set aside.
- Read the reason in that mark's tooltip. When your library holds more strategies than the plan keeps active, it names the ceiling and the plan — on Free, 2 saved strategies. When the strategy exceeds the plan on its own, it names each limit with the arithmetic —
Outside the Free plan: “Model 1” holds 40 positions, Free allows 5.Both close withNothing has been deleted — it becomes active again when the plan covers it. - Open the strategy. It opens as usual, with no redirect and no error: the page keeps its shape, every number is hidden, and one panel names your plan and the reason. Set aside, not deleted — the count — reads
The {plan} plan keeps {allowed} strategies active and you have {held}. It becomes active again when the plan covers it.It asks for more than the plan allows lists every limit it crosses, one line each with its value beside the plan's —“Model 1” holds 40 positions, Free allows 5,Screener “Momentum” in “Model 1” has 15 filters, Free allows 10— thenCorrect these values in Settings and it becomes active straight away, without changing plan. - Correct the settings — the panel's loud button, because correcting costs nothing. The settings stay editable, and a save is refused only when it would make a breach worse than the one the strategy already had — more positions, more member strategies or attached screeners than before, an earlier start year; a save that brings a number down never is. Once a save brings every breach to nothing, the strategy stops reading Set aside.
- Or move to a plan that covers it with Switch to Advanced — the panel names the first plan that would — which opens Change plan; where no plan covers the strategy as it stands, the button is absent. The count clears only this way, or by step 6.
- If you deleted a strategy that was active, take the seat it freed with Activate this one on the panel of the set-aside strategy you want back. Deleting is the only way a seat falls vacant, and the button appears only then, on every set-aside strategy that could actually reopen — not on one that exceeds the plan on its own. Press nothing and the rule that chose the active set fills the seat by the next time you open Fincanva.
Done. The strategy is active again: its results come back, its row returns to its place in the list, and Backtest runs. Nothing it held was lost — see plan compliance for how the active set is chosen.
What does Backtest say for a set-aside strategy?
It is refused with a sentence that names your plan, every limit the strategy crosses with its value beside the plan's, and the plan that would lift the refusal: This strategy is outside your Free plan, so it cannot run: “Model 1” holds 40 positions, Free allows 5. Switch to Ultimate to run it. With more than two limits, the first two are named and the rest counted — and 2 more; where no plan covers it, the sentence ends No plan currently covers it — reduce what it holds and try again. The same verdict applies when its results, positions or what-to-buy list are requested directly, so nothing computes a number for it.
Backtest says "Couldn't start the run"
A few of the plan's limits are read only when a run is asked for, so a strategy can open normally — results in place, no panel, no Set aside — and still be refused: Couldn't start the run, naming no plan and no level. In Step by step the same refusal is a panel, Saved — the backtest did not start, which confirms your changes are saved and says the strategy is outside your plan — naming the plan, the limit and the level that lifts it when Fincanva knows them. It clears the same two ways; since the setting is not named, check what each plan includes.
Why won't a screener take another filter?
Because it has reached the filters allowed in one screener — the one limit no plan raises, so no level is offered, and the way out is fewer filters or detaching the screener.
- A screener in your library at the allowance: Add filter opens and refuses, with the number you are at beside it. Narrowing the universe — country, sector, exchange — stays in the same menu, because filters are counted and the universe is not; where there is no universe to narrow, as in a hand-picked basket, the button itself is off.
- A screener built inline in Asset selection refuses at the button too. Headroom a strategy carries over the allowance — because the allowance changed under it — belongs to the strategy, so another inline screener already using it leaves none.
- A screener attached from your library takes back a filter its library screener still holds, but a new one is refused at the save rather than the button: only Fincanva can see what that screener holds. One already over is left as it is, editable in the direction that helps.
On the panel the line names the attachment; a screener built inline has no name until you save it, so its line stops at the model — filters per screener · Model 1.
Can an attached screener keep more filters than the allowance?
Yes, as long as it does not grow: the ceiling is what already exists, and it only comes down. A strategy carrying an attached screener with 12 filters keeps it at 12 and saves it unchanged; bring the strategy's copy down to 11 and the twelfth stays available for as long as the screener in your library still holds it — add it back and the save is taken, with no need to detach and attach again. A filter the library screener no longer holds either is gone: then 11 is the ceiling.
Already there counts the library too: a screener left at 12 by a change in the allowance can still be attached, to the strategies you have and to new ones, because attaching moves filters that exist rather than writing new ones. The filters that arrive must be the ones it holds: a thirteenth is refused, and so is naming a 12-filter screener while sending twelve different filters.
Why is my strategy set aside when I changed nothing?
Because the plan or the allowance moved under it. Moving to a plan that grants less — a downgrade, or a trial ending without a card — leaves any strategy beyond the new limits set aside, and the active set is decided then, once. The filter allowance can move too, and attaching a screener copies it into the strategy, so the copy can end up over it where it stands. Either way nothing was edited or removed: correct the settings or change plan, as in the steps above.
UPDATED 2026-10-07REVIEWED 2026-10-07